module fonds pension en

The "Pension Fund" module lets you record and track the value of your various pension funds

Four key functions are provided:

1. Management of main information about the fund
2. Registration of the annual statement data as sent by the pension fund
3. Tracking of employee and employer contributions as per the pay slip 
4. Projection of annual income according to

  • the planned retirement date 
  • the current cumulated capital
  • forecasted annual contributions up to the retirement date
  • low and high estimates of return on capital


The "Pension Fund" module provides a view on your purchasing power after retirement and allows you to align your spend accordingly

The tabs available in the "Pension Fund" module are

  • Passport
  • Documents
  • Statement
  • Contributions
  • Projection
  • Summary
  • Notepad
  • Reports

 

For detailed information, please download the user's guide:

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